Now Reading: Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
Previously, I posted on getting all of the prerequisites set up in order to integrate Dynamics 365 for Project Service Automation with Finance and Operations. Now that I have my Environment, Connections and Connection Set in place, I’m going to run through the general set up for integrating Accounts in Customer Engagement (CE) to both Customers and Vendors in FinOps, as well as Contacts….
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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
Previously, I posted on getting all of the prerequisites set up in order to integrate Dynamics 365 for Project Service Automation with Finan…
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